PY
Phualin Young Portfolio
Invests via TANDEM CAPITAL MANAGEMENT Corp. /ADV | Managed by Phualin Young
Invests via TANDEM CAPITAL MANAGEMENT Corp. /ADV
Managed by Phualin Young
Automatically Tracked
Phualin Young Profile
With a robust background in business development and operational leadership, Phualin Young is known for driving growth within the technology sector. Having cultivated extensive experience in creating strategic partnerships and optimizing processes, she has significantly enhanced market competitiveness for her organizations. Her expertise spans diverse areas including product innovation and team management, positioning her as an influential figure in entrepreneurial circles. Recognized for her insights on emerging tech trends, Young continues to foster new opportunities that bridge technological advancements with market needs.
With a robust background in business development and operational leadership, Phualin Young is known for driving growth within the technology sector. Having cultivated extensive experience in creating strategic partnerships and optimizing processes, she has significantly enhanced market competitiveness for her organizations. Her expertise spans diverse areas including product innovation and team management, positioning her as an influential figure in entrepreneurial circles. Recognized for her insights on emerging tech trends, Young continues to foster new opportunities that bridge technological advancements with market needs.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
93.99%
Gain +0.92%
Monthly
1.04%
Yearly
13.28%
Drawdown
28.99%
$224.06M
Equity
Holdings
$224.06M
Investment
$128.51M
$113.81M
Profit +$1.51M
Realized
$18.25M
Unrealized
$95.55M
Dividends
$12.79M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.92%
Profit
$1.51M
Win %
81%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$2.57M
Win %
81%
This Month
Compared to last month
Gain
0.58%
Profit
$1.29M
Win %
81%
This Year
Compared to last year
Gain
-2.31%
Profit
-$5.31M
Win %
81%
RBLX Roblox Corporation
+7.05%
+$26,753.1 
NOW ServiceNow, Inc.
+6.54%
+$118,080.75 
JLL Jones Lang LaSalle Inc.
+5.04%
+$193,246.56 
ABNB Airbnb, Inc.
+4.52%
+$57,681.53 
CRM Salesforce Inc
+4.49%
+$14,984.85 
ARGX argenx SE American Depositary Receipt
+4.32%
+$23,578.45 
SPGI S&P Global Inc.
+4.03%
+$34,921.1 
HD The Home Depot, Inc.
+4.02%
+$68,186.19 
LLY Eli Lilly and Company
+4%
+$66,923.38 
SYK Stryker Corporation
+3.88%
+$156,188.76 
WM Waste Management, Inc.
+3.67%
+$75,548.88 
QCOM QUALCOMM Incorporated
+3.38%
+$26,899.62 
NEM Newmont Corporation
+3.32%
+$9,213 
SLG SL Green Realty Corp.
+3.07%
+$91,632.51 
GEHC GE HealthCare Technologies Inc.
+3.05%
+$86,277.29 
CSL Carlisle Companies Inc.
+3.04%
+$70,541.19 
DHR Danaher Corporation
+3%
+$108,102.86 
UBER Uber Technologies, Inc.
+2.99%
+$91,415.34 
COF Capital One Financial Corporation
+2.74%
+$62,073.06 
BSX Boston Scientific Corporation
+2.73%
+$48,142.1 
BN Brookfield Corporation
+2.6%
+$51,927.1 
BIP Brookfield Infrastructure Partners L.P.
+2.59%
+$36,124.2 
BIPC Brookfield Infrastructure Partners L.P.
+2.53%
+$5,238.69 
V Visa Inc. Class A
+2.5%
+$27,018.63 
MA Mastercard Incorporated
+2.42%
+$8,077.32 
ISRG Intuitive Surgical, Inc.
+2.23%
+$22,458 
FHLC Fidelity MSCI Health Care Index ETF
+2.1%
+$19,446 
CVS CVS Health Corporation
+2.08%
+$52,373.04 
LMT Lockheed Martin Corporation
+2.03%
+$23,055.04 
ADP Automatic Data Processing Inc.
+2.03%
+$7,299.57 
BBUC Brookfield Business Corp Class A
+2.02%
+$44,993.82 
AVAV AeroVironment Inc.
+1.91%
+$9,791.1 
BA Boeing Company
+1.89%
+$52,692.02 
LHX L3Harris Technologies, Inc.
+1.83%
+$36,722.7 
ABT Abbott Laboratories
+1.82%
+$58,121.25 
FCNCA First Citizens BancShares, Inc.
+1.79%
+$13,718.94 
GE General Electric Company
+1.58%
+$157,493.96 
FNCL Fidelity MSCI Financials Index ETF
+1.51%
+$3,526.7 
DIVB iShares Core Dividend ETF
+1.49%
+$10,955 
IWM iShares Russell 2000 ETF
+1.36%
+$2,911.15 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.29%
+$7,648.55 
MSFT Microsoft Corp.
+1.28%
+$152,172.75 
MSI Motorola Solutions, Inc.
+1.24%
+$30,143.11 
APD Air Products and Chemicals, Inc.
+1.2%
+$6,917.44 
VNQ Vanguard Real Estate ETF
+1.19%
+$3,227.15 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.15%
+$2,994.65 
GS The Goldman Sachs Group, Inc.
+1.14%
+$4,160 
VIG Vanguard Dividend Appreciation ETF
+0.93%
+$24,996.07 
FEZ SPDR Euro Stoxx 50 ETF
+0.92%
+$2,679 
VTR Ventas Inc.
+0.9%
+$8,648.8 
DGRO iShares Core Dividend Growth ETF
+0.84%
+$3,726.3 
MELI MercadoLibre, Inc.
+0.83%
+$2,585.7 
IWD iShares Russell 1000 Value ETF
+0.76%
+$4,380.84 
VSNT Versant Media Group, Inc.
+0.76%
+$18,287.96 
FTV Fortive Corporation
+0.64%
+$6,687.16 
NEE NextEra Energy, Inc.
+0.64%
+$5,640 
UNP Union Pacific Corporation
+0.59%
+$8,445.36 
GOOGL Alphabet Inc
+0.58%
+$64,182.19 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$2,187.35 
SPHQ Invesco S&P 500 Quality ETF
+0.55%
+$7,832.93 
VYM Vanguard High Dividend Yield ETF
+0.53%
+$1,150.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.5%
+$5,952.08 
IWB iShares Russell 1000 ETF
+0.47%
+$5,762.25 
FDVV Fidelity High Dividend ETF
+0.47%
+$3,869.66 
ASML ASML Holding N.V. New York Registry Shares
+0.44%
+$6,971.6 
GOOG Alphabet Inc
+0.43%
+$23,913.17 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.42%
+$1,428.52 
AMZN Amazon.com Inc
+0.4%
+$14,817.51 
MS Morgan Stanley
+0.38%
+$5,422.54 
TY Tri-Continental Corporation
+0.38%
+$1,079 
VOO Vanguard S&P 500 ETF
+0.35%
+$1,682.51 
PG Procter & Gamble Co
+0.34%
+$918 
IVV iShares Core S&P 500 ETF
+0.34%
+$4,045.43 
FBCG Fidelity Blue Chip Growth Fund
+0.17%
+$1,939.14 
PAVE Global X U.S. Infrastructure Development ETF
+0.17%
+$1,261.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.14%
+$1,369.4 
META Meta Platforms Inc Class A
+0.14%
+$9,027.18 
ELV Elevance Health, Inc.
+0.12%
+$3,443.82 
EQIX Equinix, Inc.
+0.12%
+$242 
VUG Vanguard Growth ETF
+0.1%
+$2,133.33 
IWF iShares Russell 1000 Growth ETF
+0.08%
+$597.9 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,676.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.06%
+$477.37 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$195 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 BAM
BAM
0%
$0 BNT
BNT
0%
$0 
AMAT Applied Materials, Inc.
-3.22%
-$224,592 
LRCX Lam Research Corporation
-2.9%
-$39,974.4 
SCHW Charles Schwab Corporation
-2.72%
-$123,026.14 
PM Philip Morris International Inc.
-2.7%
-$38,543.29 
PLD Prologis Inc.
-2.54%
-$58,970.96 
CRWD CrowdStrike Holdings, Inc.
-2.1%
-$57,527.05 
NVDA NVIDIA Corporation
-1.74%
-$61,795.69 
ETN Eaton Corporation plc
-1.5%
-$80,141.53 
GEV GE Vernova Inc.
-1.45%
-$121,908.42 
MRVL Marvell Technology, Inc.
-1.44%
-$106,687.68 
XP Xp Inc.
-1.36%
-$7,462.94 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.35%
-$13,906.27 
OKE ONEOK, Inc.
-1.27%
-$6,215.04 
SNDK SanDisk Corporation
-1.18%
-$2,157.35 
PANW Palo Alto Networks, Inc.
-1.13%
-$27,365.81 
STNE StoneCo Ltd.
-0.92%
-$2,460.57 
STLD Steel Dynamics Inc.
-0.81%
-$3,069 
SOXQ Invesco PHLX Semiconductor ETF
-0.76%
-$1,400 
SOXX iShares Semiconductor ETF
-0.7%
-$2,043.13 
PEP PepsiCo, Inc.
-0.69%
-$8,368.29 
TTEQ T. Rowe Price Technology ETF
-0.66%
-$1,500.24 
RRX Regal Rexnord Corporation
-0.51%
-$10,033.5 
AVGO Broadcom Inc.
-0.49%
-$6,455.25 
FTEC Fidelity MSCI Information Technology Index ETF
-0.47%
-$4,161.85 
BABA Alibaba Group Holding Limited SP ADR
-0.18%
-$4,977.8 
IGM iShares Expanded Tech Sector ETF
-0.16%
-$1,513.98 
JPM JPMorgan Chase & Co.
-0.12%
-$6,938.4 
SHEL Shell plc
-0.1%
-$372.5 
AAPL Apple Inc.
-0.1%
-$6,534.66 
RTX RTX Corporation
-0.05%
-$180.36 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$67.81 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2182 | Longs Won 1474/2182 67% | Profit Factor 5.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $376,099.34 |
| Average Win $95,872.35 | Best Trade (Oct 15) $7.95M | Sharpe Ratio -137.2 |
| Average Loss -$38,851.83 | Worst Trade (Dec 31) -$1.51M | Z-Score 11.72 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 1w 6d | Expectancy $52,157.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,780 | 5,202 | 4,624 | 4,046 | 3,468 | 2,890 | 2,312 | 1,734 | 1,156 | 578 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,802 | $1.82M | $6.78M | - | $4.96M | 272.34% | -0.096% |
| ABNB Airbnb, Inc. | 7,645 | $1.01M | $1.33M | - | $323,896.03 | 32.04% | +4.516% |
| ABT Abbott Laboratories | 30,998 | $2.73M | $3.25M | - | $515,424.56 | 18.85% | +1.821% |
| ADP Automatic Data Processing Inc. | 1,285 | $307,932.36 | $367,510.77 | - | $59,578.41 | 19.35% | +2.026% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 3,340 | $604,259.1 | $1M | - | $400,045.5 | 66.2% | +0.137% |
| AMAT Applied Materials, Inc. | 15,601 | $1.03M | $6.74M | - | $5.71M | 553.96% | -3.223% |
| AMZN Amazon.com Inc | 14,527 | $2.88M | $3.71M | - | $825,409.83 | 28.66% | +0.401% |
| APD Air Products and Chemicals, Inc. | 1,975 | $575,771.3 | $584,664.19 | - | $8,892.89 | 1.54% | +1.197% |
| ARGX argenx SE American Depositary Receipt | 667 | $369,527.14 | $569,384.55 | - | $199,857.41 | 54.08% | +4.32% |
| ASML ASML Holding N.V. New York Registry Shares | 955 | $682,517.15 | $1.58M | - | $900,204.45 | 131.89% | +0.442% |
| AVAV AeroVironment Inc. | 4,257 | $698,896.19 | $523,185.3 | - | -$175,710.89 | -25.14% | +1.907% |
| AVGO Broadcom Inc. | 3,775 | $913,587 | $1.3M | - | $387,051.5 | 42.37% | -0.494% |
| BA Boeing Company | 15,098 | $3.13M | $2.84M | - | -$293,555.78 | -9.37% | +1.89% |
| BABA Alibaba Group Holding Limited SP ADR | 24,889 | $1.98M | $2.76M | - | $778,443.28 | 39.25% | -0.18% |
| BAM BAM | 35,416 | $1,038.93 | $1,015.38 | - | -$23.55 | -2.27% | 0.0 |
| BBUC Brookfield Business Corp Class A | 84,894 | $2.68M | $2.27M | - | -$409,613.09 | -15.28% | +2.021% |
| BIP Brookfield Infrastructure Partners L.P. | 38,430 | $1.16M | $1.43M | - | $271,341.05 | 23.36% | +2.586% |
| BIPC Brookfield Infrastructure Partners L.P. | 5,633 | $225,376.33 | $212,082.45 | - | -$13,293.88 | -5.9% | +2.533% |
| BN Brookfield Corporation | 55,537 | $1.22M | $2.05M | - | $831,954.7 | 68.39% | +2.601% |
| BND Vanguard Total Bond Market Index Fund | 5,335 | $391,642.35 | $377,771.35 | - | -$13,871 | -3.54% | +0.582% |
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FAQ
Which stocks have generated the highest profits for Phualin Young?
The largest contributions to the portfolio's profits come from the following stocks: Marvell Technology, Inc - $3.22M, Microsoft Corp - $2.72M, Applied Materials, Inc - $2.43M, General Electric Company - $2.23M, and QUALCOMM Incorporated - $2.11M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: People Incorporated - $2.67M, Integra LifeSciences Holdings Corporation - $1.39M, StoneCo Ltd - $1.13M, Unity Software Inc - $877,650.41, and Paramount Global - $758,982.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Phualin Young's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.79M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $557,572.15, Prologis Inc - $530,048.91, QUALCOMM Incorporated - $524,771.81, Microsoft Corp - $512,191.39, and SL Green Realty Corp - $473,913.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Phualin Young's monthly returns?
Phualin Young's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Phualin Young's strategy be considered aggressive or moderate?
Phualin Young's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Phualin Young's strategy?
Phualin Young's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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